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Contact Financial Advisor Tate Jones at 217-483-2491
Email Investment Rep
Contact Trust Office Sarah Robinson at 217-787-3000
United Financial Services Insurance Agency

To report a lost or stolen debit or ATM card after business hours call (888) 849-6046.

Financial Services

UCB Investments

UCB Financial Services offers personalized investment products and services to help meet your long term financial goals. Our experienced Financial Advisor makes it easy to understand your options while providing financial solutions tailored to meet your needs. We offer a wide array of financial solutions for every stage of investing. Whether you are saving for your child's or grandchild's education, planning for retirement or protecting your family's financial future, we can assist you in developing an investment plan. Contact us at (217) 483-2491 to schedule a no-obligation introductory meeting today!

  • 529 Education Savings Plans
  • Retirement Planning
  • Wealth Accumulation Plans
  • Portfolio Reviews

More UCB Financial Services

Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are: NOT deposits or obligations of the bank • NOT insured by bank insurance, the FDIC or any other governmental agency • NOT guaranteed by United Community Bank • Subject to risk, may lose value.  United Community Bank is independent of Raymond James Financial Services, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Check the background of this firm on FINRA's BrokerCheck